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TitanHQ Product Docs

Editing a Customer's Account Details

Follow the steps below to edit a customer's account details.

  1. Go to Overview and find the customer in the All Customers table.

  2. Select the customer's Account Name.

    WT-SL-edit-customer.jpg
  3. The customer's account details page displays. The following fields can be edited:

    • Account Name: Name of your customer's business. For example, Example Coffee Company.

      Customer accounts are listed alphabetically in the Customers menu. If you are managing many accounts, consider a naming convention to group customers that makes sense for your business.

    • Email: Email address associated with this customer account, for example, admin@example-coffee-company.com. This is the email address a customer admin uses to log into their WebTitan account.

    • Description: A brief description of this customer account. This is a useful field for filtering and searching.

    • Timezone: The time zone associated with this customer. Using the correct time timezone ensures that Overview information is accurate.

    • License: A license string you can assign to this customer for your own reference, for example, customer reference number. This is not your WebTitan license.

    • License Count: An optional number you can enter for this customer to record the license count purchased.

  4. Select Save Changes to save any changes made.